About James

James is a Private Wealth Adviser with Shadforth Financial Group in Perth, specialising in helping clients build, protect and transition their wealth with confidence.

Working closely with retirees, those approaching retirement, busy professionals and business owners, James focuses on providing clear, tailored advice to simplify complex financial decisions that support long-term financial security. James designs investment strategies that align with each client’s goals, risk profile and lifestyle objectives.

With over a decade of industry experience, James combines technical expertise with a practical, relationship-driven approach - acting as a trusted partner to his clients through all stages of their financial journey.

Education and experience

James holds a Bachelor of Commerce (Finance) and a Graduate Diploma of Financial Planning.

He has extensive experience in portfolio construction and investment strategy, with a strong focus on building customised solutions that deliver consistent, long-term outcomes for clients.

Outside of work

Outside the office, James enjoys sport, staying active, reading and spending time with family and friends.